Ashton Thomas Private Wealth, LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 2019663
SCOTTSDALE, AZ
Position in SOFI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$425,945
+$122,113 QoQ
Shares Held
23,756
+24.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#472
of 912 holders
Holding Since
Jun 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Ashton Thomas Private Wealth, LLC holds $33,062,443 across 10 Credit Services names. SOFI ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
57,273 | $19,649,793 | |
| 2 | MA |
Mastercard Inc
|
10,798 | $5,545,852 | |
| 3 | AXP |
American Express Co
|
10,928 | $3,696,396 | |
| 4 | COF |
Capital One Financial Corp
|
8,890 | $1,783,511 | |
| 5 | ENVA |
Enova International, Inc.
|
4,169 | $1,003,603 | |
| 6 | SOFI |
SoFi Technologies, Inc.
This page
|
23,756 | $425,945 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
8,580 | $370,484 | |
| 8 | ECPG |
Encore Capital Group Inc
|
2,715 | $253,282 |
All Filings in SOFI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $425,945 | 23,756 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $303,832 | 19,133 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $321,228 | 12,270 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $283,645 | 10,736 | Shares | Sole | 2025-11-04 | |
| 2024-06-30 | $6,610 | 1,000 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||